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Disclosery

Clearstead Advisors, LLC: V position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on V, newest first. How the timeline and the estimate are built.

Clearstead Advisors, LLC held 71,541 V shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,541 shares
    Change vs previous 13F -18,842 shares

    0.23% of the 13F portfolio, value $24,545,276.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 90,383 shares
    Change vs previous 13F +24,718 shares

    0.25% of the 13F portfolio, value $27,317,561.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 65,665 shares
    Change vs previous 13F +3,770 shares

    0.29% of the 13F portfolio, value $23,029,319.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 61,895 shares
    Change vs previous 13F +1,487 shares

    0.31% of the 13F portfolio, value $21,129,659.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 60,408 shares
    Change vs previous 13F -1,155 shares

    0.3% of the 13F portfolio, value $21,447,929.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 61,563 shares
    Change vs previous 13F -2,877 shares

    0.33% of the 13F portfolio, value $21,575,090.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 64,440 shares
    Change vs previous 13F +338 shares

    0.31% of the 13F portfolio, value $20,365,587.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 64,102 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $17,624,716.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).